Interact to see
Advertisement
Advertisement
OIRDX vs VTSAX
OIRDX vs VTSAX Comparison
Open Charts OIRDX vs VTSAX
Invesco Rising Dividends R6
Price$27.98
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets3.31B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OIRDX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OIRDX vs. VTSAX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OIRDX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OIRDX (3.31B). VTSAX pays higher dividends than OIRDX: VTSAX (1.21) vs OIRDX (1.09). OIRDX was incepted earlier than VTSAX: OIRDX (13 years) vs VTSAX (25 years). OIRDX (0.65) is less costly to investors than VTSAX (0.04). OIRDX is a more actively managed with annual turnover of: 31.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than OIRDX: VTSAX (3000) vs OIRDX (1000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. OIRDX (3.64). VTSAX return over 5 years is better than : 95.62 vs. OIRDX (46.32).
| OIRDX | VTSAX | OIRDX / VTSAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 8.922 | 6.416 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.31B | 1.82T | 0% |
| Annual Yield % from dividends | 1.09 | 1.21 | 90% |
| Returns for 1 year | 3.64 | 13.89 | 26% |
| Returns for 3 years | 30.62 | 62.12 | 49% |
| Returns for 5 years | 46.32 | 95.62 | 48% |
| Returns for 10 years | 54.58 | 198.69 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement